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Equibles

Geneos Wealth Management Inc.

Position in IVZ — Invesco Ltd.

CIK 1764754 ENGLEWOOD, CO
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$41,616,546
+$8,523,171 QoQ
Shares Held
700,044
+5.6% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $88,589,987 across 137 Asset Management names. IVZ ranks #1 (47.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		700,044 $41,616,546
2 PSLV
Sprott Physical Silver Trust
 548,031 $10,341,344
3 STT
State Street Corp
 109,947 $5,961,532
4 PHYS
Sprott Physical Gold Trust
 186,947 $5,640,190
5 HFRO
Highland Opportunities & Income Fund
 525,538 $3,747,085
6 MAIN
Main Street Capital CORP
 34,659 $1,798,108
7 CEF
Sprott Physical Gold & Silver Trust
 39,560 $1,591,498
8 JPC
Nuveen Preferred & Income Opportunities Fund
 186,542 $1,469,950

All Filings in IVZ

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,412 243
2026-03-31 $5,902 243
2025-12-31 $1,129 43
2025-09-30 $986 43
2025-06-30 $1,308 83
2025-03-31 $1,304 86
2024-12-31 $751 43
2024-09-30 $755 43
2024-06-30 $957 64
2024-03-31 $1,061 64
2023-12-31 $1,141 64
2022-06-30 $3,564 221
2021-12-31 $144,013 6,256
2021-09-30 $149,723 6,210
2021-06-30 $168,719 6,312
2021-03-31 $198,481 7,870
2020-12-31 $141,897 8,141
2020-09-30 $84,491 7,405
2020-06-30 $80,151 7,449
2020-03-31 $64,150 7,065